INVESCO EXCH TRD SLF IDX FD's ticker is BSJO and the CUSIP is 46138J833. A total of 162 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,531,080 | -42.8% | 111,403 | -42.8% | 0.70% | -45.5% |
| Q1 2024 | $4,425,939 | -0.4% | 194,718 | -0.5% | 1.28% | -14.9% |
| Q4 2023 | $4,443,825 | +3.1% | 195,634 | +2.1% | 1.51% | -1.7% |
| Q3 2023 | $4,309,089 | -6.9% | 191,652 | -7.0% | 1.53% | -4.5% |
| Q2 2023 | $4,630,281 | +2.8% | 205,973 | +2.7% | 1.61% | -9.2% |
| Q1 2023 | $4,504,240 | +13.1% | 200,598 | +11.4% | 1.77% | +7.7% |
| Q4 2022 | $3,983,921 | – | 180,105 | – | 1.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mirador Capital Partners LP | 3,431,507 | $77,963,847 | 14.66% |
| Summit Investment Advisory Services, LLC | 394,430 | $8,961,437 | 10.54% |
| Oder Investment Management, LLC | 177,305 | $4,028,379 | 3.65% |
| MILESTONE ASSET MANAGEMENT, LLC | 481,572 | $10,941,330 | 2.74% |
| Kaye Capital Management | 279,897 | $6,359,251 | 2.68% |
| COLLECTIVE FAMILY OFFICE LLC | 334,384 | $7,597,209 | 2.24% |
| Horizons Wealth Management | 100,015 | $2,274,341 | 1.80% |
| PRIVATE CLIENT SERVICES, LLC | 125,380 | $2,848,634 | 1.79% |
| Delta Investment Management, LLC | 297,060 | $6,749,203 | 1.49% |
| Verity Asset Management, Inc. | 156,844 | $3,563,496 | 1.40% |